FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,507 | -3.9% | 3,722 | 0.0% | 0.06% | -3.0% |
| Q2 2023 | $201,286 | +12.8% | 3,722 | 0.0% | 0.07% | +3.1% |
| Q1 2023 | $178,470 | +15.7% | 3,722 | 0.0% | 0.06% | -11.0% |
| Q4 2022 | $154,240 | +0.2% | 3,722 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $154,000 | -4.9% | 3,722 | 0.0% | 0.07% | -18.2% |
| Q2 2022 | $162,000 | -21.7% | 3,722 | 0.0% | 0.09% | -14.6% |
| Q1 2022 | $207,000 | -8.8% | 3,722 | 0.0% | 0.10% | -9.6% |
| Q4 2021 | $227,000 | -11.7% | 3,722 | -18.6% | 0.11% | -21.4% |
| Q3 2021 | $257,000 | -7.9% | 4,572 | -6.3% | 0.14% | -7.1% |
| Q2 2021 | $279,000 | +11.2% | 4,880 | +900.0% | 0.16% | -5.5% |
| Q1 2021 | $251,000 | +2.4% | 488 | 0.0% | 0.16% | -9.3% |
| Q4 2020 | $245,000 | +15.6% | 488 | 0.0% | 0.18% | -16.1% |
| Q3 2020 | $212,000 | +44.2% | 488 | 0.0% | 0.22% | +43.7% |
| Q1 2020 | $147,000 | – | 488 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 285,647 | $11,702,946 | 6.09% |
| Madison Wealth Partners, Inc | 237,787 | $9,742,114 | 5.68% |
| Divergent Wealth Advisors | 479,527 | $19,646,215 | 4.92% |
| LJI Wealth Management, LLC | 331,670 | $13,588,507 | 4.76% |
| Ullmann Wealth Partners Group, LLC | 429,114 | $17,580,814 | 4.32% |
| FOCUS Wealth Advisors, LLC | 152,438 | $6,245,397 | 4.32% |
| Harvest Investment Advisors, LLC | 100,510 | $4,117,895 | 3.87% |
| jvl associates llc | 124,190 | $5,088,064 | 2.96% |
| KM Capital Management Ltd. | 63,436 | $2,599,010 | 2.58% |
| HOLLENCREST CAPITAL MANAGEMENT | 371,708 | $15,228,877 | 1.88% |